Automate WhatsApp Follow-ups from Google Sheets
Connect spreadsheet-based customer follow-ups to your WhatsApp workflow. Map your columns, configure the trigger and validate a test row before enabling live reminders.
Connect your spreadsheet follow-up process
Google Sheets integration is useful when your team manages contacts, invoices or bookings in rows. Map the phone number and the fields used by your message, then configure when a row becomes eligible. Review the actual connector setup and permissions with your team before enabling live sending.
Keep business status separate from send status
An invoice can be unpaid even after a reminder has been sent. Keep business fields such as due date and payment status separate from your send request and delivery status. Confirm the exact status columns and writeback behaviour in the setup screen for your connection.
Validate one row before a full list
Start with a recipient who has agreed to the test. Check field mapping, the message, queue result and any status written back to the sheet. Test missing data and repeated requests before using a larger list. A read receipt or sent status is not evidence of payment.
A concrete first-row acceptance check
Map phone, message and send status, install and authorise the generated Apps Script, then prepare one agreed test recipient. Set the mapped status to READY and use Send All READY Rows. The row moves through PROCESSING to its reported result, such as SENT or ERROR. Check the error field and message ID if configured. SENT is not proof that the recipient read the message; do not repeatedly reset a row to READY without reviewing the previous result.
Use the plan and connection that match your sheet
Google Sheets is enabled from Basic; the standard Basic plan uses QR sending and does not include official Meta Cloud API access. Choose Growth or higher when you need the Meta connection, and confirm eligible business assets and message templates. Installing a timer changes when eligible rows are checked; it does not remove recipient permission, plan limits or provider rules.
Before you get started
- A Google Sheet you are authorised to use and a supported WhatsHub plan.
- A connected sending number, recipient permission and the required message template.
- Column mapping and a configured connector or script; adding a row alone does not configure an automation.
Example: plan a payment reminder sheet
The downloadable CSV is a planning template. Import it into Google Sheets, replace the example data and map it during setup; it does not send messages by itself.
- Prepare customer name, phone, invoice reference, amount and due date.
- Record recipient permission and payment status.
- Map the sheet to the configured WhatsHub workflow.
- Test the request, result and stop condition before enabling live reminders.
Explore the next step
- Google Sheets setup and first-row test
Follow sender selection, mapping, script installation and status checks.
- Read customer workflow accounts
Owner-reported reporting and follow-up examples; specific Sheets implementations are not claimed.
- Compare Google Sheets and Meta-enabled plans
Check subscription costs, sender options and workspace capacity.
- Keep customer replies in the CRM
Assign incoming enquiries and plan the next follow-up.
- Download the payment reminder planning CSV
An editable planning sheet with a clearly labelled example row.
- WhatsApp automation workflow options
Understand triggers and exception handling.
- Payment and appointment reminder templates
Choose wording for your own customer workflow.
- Test a reminder automation step by step
Use the guide before enabling a live list.
Compare WhatsHub plans and pricing or request a sheets setup demo.
Core Capabilities
-
Payment Reminder Approval
Keep invoice and payment fields in your sheet, then mark the mapped send-status field READY only for an approved reminder. An Unpaid value alone does not configure a trigger.
-
Lead and Booking Follow-ups
Map customer details and message variables for your chosen preset. Install and authorise the generated Apps Script before testing a row.
-
Send Status and Error Review
Review PROCESSING, SENT and ERROR writeback. Where message IDs and status sync are configured, review provider delivery updates separately from the business outcome.
The Operational Workflow
- Select a Sender and Preset: Choose a supported connected QR slot or an eligible Meta Cloud API sender. Confirm that your plan enables Google Sheets and the selected connection.
- Map the Actual Sheet Columns: Map phone, message, status and any variables to your sheet. Keep payment or booking status separate from the send-status field.
- Install and Authorise Apps Script: Use the generated script in Google Sheets Extensions → Apps Script. Run setup and provide the required authorisation and API key; keep credentials private.
- Test One READY Row: Use a recipient who agreed to the test, mark the send-status field READY and run Send All READY Rows. Review the result and errors before enabling a recurring trigger.
Included Product Capabilities
- Explicit READY Approval: Rows are marked PROCESSING before submission. Review a failed or repeated request rather than assuming that every retry is safe.
- Generated Script and Field Mapping: Configure the integration in WhatsHub and install the generated Apps Script in a sheet you are authorised to use.
- Connection-Aware Sending: QR and Meta Cloud API senders are separate options. The selected plan, sender and template requirements determine the available workflow.
Ideal Fit
Operations managers, accounts teams, and B2B marketers who want reliable automation without learning complex code.
Common Queries
Q: Does adding an unpaid invoice send a message automatically?
A: No. Install the connector, map the fields and configure the sending workflow first. In the READY-row workflow, the mapped send-status field must be READY before the script picks up the row. Keep invoice status and reminder approval separate.
Q: Which plan supports Google Sheets and which supports Meta?
A: Google Sheets starts on Basic with QR sending. Official Meta Cloud API access starts on Growth, subject to eligible connected Meta assets and template requirements. Review the current pricing and your workspace limits before choosing a sender.
Q: Does SENT mean the invoice was paid?
A: No. Message submission, provider delivery and read updates are different from payment status. Confirm payment through your accounting process and stop further reminders when it is paid.
Q: Can we get help setting up our spreadsheet?
A: Request a Sheets setup demo with an anonymised sample layout. Confirm the script, column mapping, sender, acceptance test and any separately agreed setup fee before work starts.
View WhatsHub plans and pricing
Request a Sheets setup demo
Tell us what your team needs. We will review your enquiry and contact you to arrange a suitable demo.
Use the enquiry form on this page when JavaScript is enabled, or email the WhatsHub team.